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Invesco S&P 500 Equal Weight Income Advantage ETF

69 hedge funds and large institutions have $493M invested in Invesco S&P 500 Equal Weight Income Advantage ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $408M → $493M (+$84.5M)

17% more funds holding

Funds holding: 5969 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.11% less ownership

Funds ownership: 76.53%72.42% (-4.1%)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
39
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$215M -$3.85M -74,418 -2%
LPL Financial
2
LPL Financial
California
$49.5M +$17.9M +345,657 +54%
CI
3
CX Institutional
Indiana
$46.5M -$2.06M -39,794 -4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$20.6M +$6.6M +127,412 +44%
Morgan Stanley
5
Morgan Stanley
New York
$20.3M +$21M +406,026 New
Wells Fargo
6
Wells Fargo
California
$15.7M +$14.7M +284,172 +933%
MGIA
7
Matthew Goff Investment Advisor
Texas
$13.7M +$3.69M +71,302 New
UBS Group
8
UBS Group
Switzerland
$12.6M +$4.47M +86,231 +52%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.3M +$4.28M +82,588 +67%
RFS
10
Retirement Financial Solutions
Tennessee
$9.34M +$186K +3,587 +2%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$8.39M +$5.42M +104,664 +166%
LBC
12
Lane Brothers & Co
Arizona
$6.5M +$613K +11,840 +10%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$4.47M +$727K +14,040 +19%
FHA
14
Flagship Harbor Advisors
Massachusetts
$4.21M +$1.07M +20,640 +32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.17M +$712K +13,749 +20%
AO
16
Advisor OS
Illinois
$3.5M +$606K +11,703 +20%
MA
17
MJP Associates
Connecticut
$3.5M +$606K +11,703 +20%
SFG
18
SageGuard Financial Group
Tennessee
$3.5M -$164K -3,161 -4%
CFS
19
Compass Financial Services
Iowa
$3.41M -$146K -2,809 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.08M +$771K +14,876 +32%
PFS
21
Prospera Financial Services
Texas
$2.78M +$1.83M +35,373 +174%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.66M +$1.77M +34,199 +181%
GWP
23
Gateway Wealth Partners
Wisconsin
$2.26M +$1.27M +24,511 +118%
PAG
24
Private Advisor Group
New Jersey
$1.84M +$670K +12,927 +54%
PWM
25
Perigon Wealth Management
California
$1.83M +$662K +12,780 +54%